INDEX WEALTH ADVISORS, LLC

Overview

Index Wealth Advisors, LLC is an independent registered investment adviser operated as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the production of periodic newsletters or publications. The firm also operates as an insurance broker, and charges clients on a percent-of-assets basis as well as through hourly fees. Index Wealth Advisors is not positioned as a multi-state or ESG-focused allocator and does not present itself as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices